Public Finance and Debt Management Track

NIPF Core Session PanelThe National Institute of Public Finance includes an intensive public finance curriculum, providing crucial insight into current public finance issues; developing the skills required for the future, free from commercial influence; and sharing ideas, best practices, and cutting-edge strategies.  Participants in the Executive Treasury Management track will complete four core sessions, along with eight track-specific sessions.

Courses are being updated weekly.  View the updated curriculum and agenda for Public Finance and Debt Management track participants below.

Day 1
Jul 23 2017

Hotel Registration at the Four Seasons Westlake

Buses will be departing for Pepperdine University beginning at 11:00 and leaving every 30 minutes with the last bus leaving at 1:30 for the Institute.

National Institute of Public Finance Registration at Villa Graziadio, Pepperdine University

NIPF Registration materials and light snacks will be available.

Welcome to the 2017 National Institute of Public Finance

van Rensburg, Deryck J.
Andrew Benton, President, Pepperdine University
Benton, Andrew
John Chiang
Chiang, John
Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken

An Introduction to Public Finance & Debt Management: The State of Public Finance (PFDM)

Treasurers and public finance experts will cover the scope of the municipal markets and how public finance has evolved in the recent past. In addition, the session will introduce the...
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Myron Frans
Frans, Myron
Parker, Ian
Hogan, William J.
Pan, Ruth

Fireside Chat with 70th United States Secretary of the Treasury Robert E. Rubin

Learn about new challenges; how to assess, respond, and proactively approach changes; and how to move forward with a winning strategy.
Rubin, Robert E.
Oklahoma Treasurer Ken Miller
Miller, Ken

Break, Buses Depart for Dinner

Shuttle buses will begin to depart for dinner at 5:45 p.m.

Welcome Group Dinner

Shuttle buses will begin to depart for the hotel and villa at 8:00 p.m.
Day 2
Jul 24 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 7:00 a.m.  Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.

From the Treasurer’s Perspective: Meeting Challenges and Operating Effectively in the Modern World of Public Finance (Core Session)

Engage in a unique, interactive experience featuring treasurers and treasury management perspectives from across the nation.  Take part in an interactive survey experience involving real treasurer’s scenarios from operating in...
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Ganeriwala, Manju
Hegar, Glenn
Mark Gordon
Gordon, Mark
Deb Goldberg
Goldberg, Deb
Vermont Treasurer Beth Pearce
Pearce, Beth

Leading the Public Finance and Debt Management Functions: Governance and Transactions Processes for Results (PFDM)

Learn about exemplary practices for managing the public finance and debt management process, looking at innovative approaches to structuring, leading, and managing the public finance and debt activities of the...
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Rogers, Kelly
Dawley, Greg
Belsky, Michael
Metcalf, Seth

Challenges of the Brave New World: Budgeting for Projects, Cash Forecasting, and Reporting Liabilities (PFDM)

This session focuses on the planning functions underlying debt management including cash forecasting, the types of forecasts, the forecasting process, methods, and best practices; and cost behavior, decision evaluation, developing...
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Scott, Lois A.
Russ Branson
Branson, Russ
Michael Shires
Shires, Michael

Best Practices and Strategies for Issuance and Proceeds Management (PFDM)

Understand the best practices for managing issuance proceeds and short-term investments, including the logistics and mechanics of deal structuring, underwriting and bond issuance; credit ratings; pricing and yields on short-term...
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German, Lourdes
Steven Kantor
Kantor, Steven

Break, Return to Hotel

Shuttles will begin to depart for the Hotel at 4:15 p.m. with the last bus departing for Villa guests at 5:45 p.m. for dinner.

Luau Reception and Dinner at the Four Seasons Westlake Hotel

Shuttle bus for Villa Graziadio guests will depart at 9:00 p.m.
Day 3
Jul 25 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 7:00 a.m.  Buses will depart every 15 minutes, with the last shuttle leaving at 8:15 a.m.

Rising to the Challenge: Leadership in Treasury Management and Meeting New Industry Challenges with a Fresh Perspective (Core Session)

Gain a new perspective on leadership in the 21st century, as we explore the necessary levels and attributes of successful leadership in public treasury management.  The session will be led...
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Singh, Sukhsimranjit

Financial Institutions and Capital Markets, Evolutions and Real World Application (PFDM)

Explore the landscape of financial institutions, commercial banks, investment banks and brokerage firms; credit unions’ and special purpose financial institutions. The session will also focus on capital markets, including a...
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Hann, Nicholas
Glass, Eric
Rockwell, Byron
Solomon, Zachary
Peck, Charles

Legal and Regulatory Issues, MSRB Rules, GASB and Disclosure (PFDM)

Obtain leading legal insight and perspective on the challenging regulatory infrastructure. Key topics include the general regulatory environment, primary regulators and standard setters of international financial markets, the U.S. legal...
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Kim, Mark T.
Mead, Dean
Reynolds, Christine

Technological Innovation and Big Data…Can They Change Public Finance? (PFDM)

Explore how emerging technologies and big data are modernizing public finance by improving transparency, easing the burden of disclosure, lowering borrowing costs and globalizing access to capital.
McIntyre, James
Bookman, Zachary
Matt Posner
Posner, Matt
Jase Wilson
Wilson, Jase
Negroni, Hector

Break, Shuttle Buses Depart for Dinner

Light snacks and drinks will be served. Shuttle buses depart for the Reagan Library, beginning at 5:15 p.m.

Reception and Dinner at the Reagan Library – Sponsored by AIF Global, AIF Institute, Kaplan Fox, and Kayne Anderson Capital Advisors, L.P.

Shuttle buses will begin to depart for the Reagan Library at 5:15 p.m. Self-guided tours of the Library and Air Force One are available from 6:15 – 7:30 “Views and...
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Day 4
Jul 26 2017

Continental Breakfast

Shuttle buses will begin to depart for Pepperdine at 6:45 a.m.  The last bus will depart at 7:45 a.m.

High-Integrity Leadership Creates the Good Society: A Moderated Discussion of Readings, Led by the Aspen Institute (Core Session)

In a format designed to expose attendees to the Aspen Institute’s method of text-based dialog, this session features a moderated discussion about the reading and personal interpretations of how it...
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Simpson, Jennifer

Public Finance and Debt Management from the Top: Key Takeaways and General Q&A (PFDM)

Leading treasurers will moderate a discussion of the key insights and takeaways from the Public Finance and Debt Management track’s sessions and curriculum.

Institute Certificate Presentations, Wrap-up and Box Lunches

Join Treasurer Ken Miller and Treasurer Beth Pearce for the conclusion of the 2017 National Institute of Public Finance.  Box lunches will be available. Shuttle buses to airport begin to...
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Vermont Treasurer Beth Pearce
Pearce, Beth
Oklahoma Treasurer Ken Miller
Miller, Ken